What to Expect

If you can use Microsoft Outlook, you already have the skills to use Microsoft Dynamics CRM. Microsoft Dynamics CRM enables every Outlook user in your organisation - across sales, marketing and customer service - to share information on customers, contacts, marketing campaigns, sales opportunities and customer service requests.


Registration, drinks and pastries will be served from 9am.


Welcome & Introduction


What is Microsoft Dynamics CRM and why CRM matters


Improve sales effectiveness

  • Keep track of all your customers, prospects, contacts, leads and opportunities with one single source of information
  • Reduce admin and spend more time selling with integrated Outlook email, activity management, visit reporting & document management
  • Improve win rates with consistent lead qualification and a guided sales process
  • Increase repeat revenues with more informed account management
  • Manage your sales potential with in-built pipeline reporting
  • Visualise your KPIs using personalised dashboards


Coffee break


Drive up marketing ROI

  • Increase lead generation through more accurate segmentation of customer/prospect data
  • Plan, launch and track campaigns, and their results, more efficiently
  • Keep a watchful eye on your social media presence via Microsoft Dynamics Social Listening


Deliver superior customer service

  • Easily create and track customer complaints, service requests and technical issues
  • Quickly route and escalate requests as needed
  • Reduce response times and improve resolution rates with a powerful Knowledge Base.
  • Track & monitor performance against customer-specific Service Level Agreements (SLAs)
  • Share customer service information across the organisation for more informed and consistent levels of service


Work seamlessly on the move

  • Access all your customer, contact, lead and opportunity information whilst on the go with your smartphone/tablet of choice - including iPhones/iPads, Android & Windows devices


Summary & Close


Complimentary Buffet Lunch


Get in touch

If you have any questions or requests relating to this Microsoft Dynamics CRM event, get in touch with us today.


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